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This page shows iPhone/iPad apps. For Android apps, click here.
We’ve done our research and carefully chose a handful of apps that will help make you more productive. Whether you’re creating presentations, meetings, PDFs, documents, tasks or reminders, we found an app for that!
Click on an app to learn its rating, cost and how it can be applied.
Note: To protect the information on your portable device, NFP requires that you establish a 4-digit Passcode Lock in the security settings of your device.
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Adobe Reader lets you view and interact with your PDF documents on your iPad.

Adobe Reader
Allows you to create and mail beautifully crafted, printed greeting cards, personalized with your own text and photos, using your iPhone, iPod touch or iPad.

Conference Pad
Store, access and collaborate on personal and business files.

Egnyte
Conference Pad help make meetings paperless and interactive.

Find my iPhone
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Locate your iPhone, iPad, iPod touch, or Mac on a map.

Flipboard
Locate your iPhone, iPad, iPod touch, or Mac on a map.

Fuze
Fuze helps you attend your webinars on the go.
GoodReader
Break through language barriers with the Google Translate app.
Google Translate
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Your contact is more than just a name. Search your phone’s contacts more organically
Humin
A file management app that allows you to manage your files in many formats.

iBooks
Mail beautiful personalized greeting cards from your iPhone or iPad.

Ink Cards
iBooks is a great book and document manager.
 Jot! Whiteboard
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Make meetings paperless and interactive.
 Keynote
Create detailed notes you can refer back to later.uments on your iPad.
 Microsoft OneNote
Access, view and edit Microsoft PowerPoint documents on your iPad.
 Microsoft PowerPoint for iPad
Access, view and edit Microsoft Word documents on your iPad.
 Microsoft Word for iPad
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Access, view and edit Microsoft Excel documents on your iPad.
 Microsoft Excel for iPad
Control your presentations on the iPad.
MyScript Smart Note
Turn your iPad tablet into a real library of virtual notebooks.

Notability
Discover the freedom to capture ideas, share insights, and present information in one perfect place on iPad.
 Numbers
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Numbers is a spreadsheet app for iPad.

Pages
Bookmark content on your device in one, easy-to-use app.
 Pocket
Create, edit, present and share your presentations.
 Prezi Viewer
Access current tax rates from Bloomberg, on the go.

Quick Tax Reference
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The original and most popular handwriting app for iPad.
 Reminders (iPhone)
Experience the world’s most powerful CRM from just about anywhere.
 Salesforce1
Create, edit, present and share your presentations.
 ScantoPDF
Sunrise is a free calendar app made for Google Calendar, iCloud and Exchange.

Sunrise
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An online meeting app that allows you to attend your webinars on the go.

Cisco WebEx Meetings
Waze is the world’s largest community-based traffic and navigation app.
 Waze
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No app should be used as a stand-alone imaging system, and documents should be housed in an approved document storage system.
For use of Evernote or other audio recording Apps – In accordance with applicable state and/or federal regulation, please notify all participants prior to recordings.
NFP Advisor Services, LLC does not provide legal or tax advice.
Securities offered through NFP Advisor Services, LLC (NFPAS), member FINRA/SIPC. NFP Advisor Services, LLC is a subsidiary of National Financial Partners Corp. (NFP).
NFP Securities Advisors who use applications (apps) in the course of their securities business are responsible for ensuring that the app(s) being used adheres to current NFPAS policies relating to customer privacy, electronic communications, and supervisory review and approval.
Prices of the apps are subject to change.
If you'd like to recommend additional apps for this site or if you have questions, contact Adnan Raja at araja@nfp.com or 512-697-6244.
ACR# 136033